前言介紹
- 這款 WordPress 外掛「Appsila WooQuote」是 2018-04-23 上架。
- 目前尚無安裝啟用數，是個很新的外掛。如有要安裝使用，建議多測試確保功能沒問題！
- 上一次更新是 2018-07-05，距離現在已有 2494 天。超過一年沒更新，安裝要確認版本是否可用。以及後續維護問題！
- 外掛最低要求 WordPress 4.0.0 以上版本才可以安裝。
- 有 2 人給過評分。
- 還沒有人在論壇上發問，可能目前使用數不多，還沒有什麼大問題。
外掛協作開發者
appsila |
外掛標籤
quote | request a quote | request a quote button | woocommerce request for quote | woocommerce request a quote shortcode |
內容簡介
Appsila WooQuote 外掛能讓你的 WooCommerce 商店的客戶發送報價請求，該請求將在與外掛提供的完整功能 Appsila CRM 後端中被追踪。啟用外掛後，它只會在單個產品和購物車頁面中加入一個「請求報價」按鈕。在 WooQuote 中，客戶的通常行為不會改變。如果客戶要為多個產品請求報價，他可以像平常一樣將產品加入購物車，然後點擊「請求報價」按鈕。點擊按鍵後，如果用戶已經登入您的商店，會自動收集會員帳戶信息並填充到請求表單中。否則，客戶可以填寫表格並編寫他的請求詳情。如果客戶只想為一個產品發送報價請求，他可以在單個產品頁面上使用「請求報價」按鈕，並且使用方式與購物車頁面上一樣。
和其他類似的外掛相比，Appsila WooQuote 外掛的主要區別在於它不僅提供簡單的報價管理，還可以為您的 WooCommerce 提供完整的低代碼 CRM 後端。通過這個後端應用程序，您可以跟蹤銷售流程的所有階段（如引入，聯繫，提案，轉換或失敗），插入備註和活動，附加文件，管理您的產品信息，客戶，任務，日曆和報告。
當您的潛在客戶在您的商店上提出請求時，會在您的 CRM 中生成一個新的潛在客戶，請求的產品與其主要數據會轉移到 CRM 產品模塊中，最後會自動生成一個報價。您會從 Appsila 發出的電子郵件通知到請求報價的新信息。點擊電子郵件中的連結，您可以立即登錄系統並查看報價的詳細信息。您可以看到您的客戶的信息並進行折扣。當應用了折扣後，系統會自動連接到您的 WooCommerce 網站並創建一個折扣代碼。您可以發送一封帶有預定義的電子郵件模板的電子郵件，附帶公司自動生成的報價文檔和標誌。所以所有這些問題只發生在幾分鐘之內。您的客戶可以輕鬆地在購物車頁面中應用您發送的優惠券並繼續結帳。
Appsila CRM 的響應式設計，讓您可以在手機或平板電腦上檢查報價請求並向您的客戶發送報價文件。
此外，該外掛還可以讓您翻譯向客戶顯示的所有文本標籤，包括「請求報價」按鈕的文字，以便您可以使用任何語言。
Appsila 後端系統是由 Gartner 推出的名為 hpaPaaS（高生產力應用程序平台）的軟件平台，讓您可以創建您的數據模型和自定義所有系統和報表，而無需編寫代碼。這些系統也被稱為低代碼快速業務應用開發平台。主要特點如下：
拖放建模：此功能允許通過拖放方法設計應用程序模塊，建立模塊之間的1：1、1：N和N：M關係，調整模塊字段之間的相互依賴性。
應用程序和流程邏輯的微流程：此功能允許建模業務流程，並根據指定的業務規則運行工作流程。
用戶特定的視圖和篩選器：此功能允許根據眾多篩選條件在應用程序中可用的數據中進行搜索，並編制用戶特定的列表視圖。
動態儀表板和報表：儀表板提供基本的統計信息和與應用程序相關的圖形，並在用戶登錄到系統後提供數據概述。
原文外掛簡介
Appsila WooQuote plugin enables your customers send quote requests from your WooCommerce shop which will then be tracked in a full functional Appsila CRM backend provided with the plugin. When the plugin is activated, it simply adds a ‘Request a Quote’ button in single product and cart pages. In WooQuote, the usual behavior of customers are not changed. If customer wants to request a quote for more than one product, he can add the products into the cart as usual and simply click Request a Quote button. After clicking the button, if user logged into your shop, membership account information is automatically gathered and populated to the request form. Otherwise; the customer can fill in the form and writes the details of his request. If customer wants to send a quote request for only one product, he can use the Request a Quote button in single product page in just as the same way in the cart page.
One of the main difference of the Appsila WooQuote plugin when compared to the other similar plugins is that it provides not only a simple quote management, but also a full functional low-code CRM backend to your WooCommerce. With this backend application, you can track all the phases of your sales pipeline (i.e. lead in, contact made, proposal made, converted or lost), insert notes and activities, attach documents, manage your product information, your customers, tasks, calendar and reports.
When your potential customer makes a request on your shop, a new lead generated into your CRM, the requested products are transferred into CRM products module with its main data and finally a quote is automatically generated. You notice the new quote request via an email sent to you from Appsila. By clicking the link in the email, you can instantly log into the system and view the details of the quote. You can see the message of your customer and make discounts if you wish. When applied a discount, the system automatically connects to your WooCommerce site and creates a discount coupon. You can send email to your customer with a predefined email template attached with a quote document generated automatically in your company’s document format and logo. So all these issues occur just in a minute. You customer can easily apply the coupon you sent in the cart page and continue to checkout.
The responsive design of Appsila CRM, enables you to check quote requests via your mobile phone or tablet and send quote documents to your customers while you are in mobile.
The plugin also enables you to translate all the text labels displayed to your customers including the request a quote button text so that you can use it in any language you want.
The Appsila backend system is a magic software platform called hpaPaaS (high productivity application platform as a service) by Gartner. It enables you create your data model and customize all the system and reports without writing code. These systems are also called as low-code rapid application development platforms. The main features of the platform are given below:
Drag-N-Drop Modelling: This feature allows application modules to be designed by drag and drop method, 1:1, 1:N and N:M relationships between modules to be established, and interdependencies among module fields to be adjusted.
Microflows for Applications & Process Logic: This feature allows modelling business processes and enables to run the workflows according to specified business rules.
User Specific Views and Filters: This feature allows making searches among data available in the application according to numerous filtering criteria and compiling user specific list views.
Dynamic Dashboard and Reports: The dashboard on which basic statistical information and graphs related with the application are available. It provides an overview of data available as soon as the user logs in to the system.
Responsive UI for Web & Mobile: This feature allows the application developed to be viewed as desired on devices with different screen sizes such as mobile phones, tablet computers and the web.
Template Processing Engine: This feature allows creating professional outputs in Word and PDF formats by using the data fields in the system dynamically.
Fine-Grained Application Security: This feature allows the entire infrastructure of the system to function securely, defining access control according to roles and profiles, and making domain based authorizations.
API Manager: The extension, which allows retrieving all modules of the system via RESTful APIs and performing CRUD operations.
Official documentation of Appsila WooQuote Plugin
For a more detailed description of options and features of Appsila WooQuote plugin, please visit http://wooquote.appsila.com/documentation
3rd Party External Service
WooQuote uses our 3rd party middleware api located at woocrm.azurewebsites.net to connect with Appsila CRM backend. There is a 2 way interaction between WooQuote Plugin on your site and the Appsila CRM:
From your Plugin to Appsila: We send quote request details to Appsila including customer information, quote request message and details of the products requested.
From Appsila to your WooCommerce: When a discount is applied in Appsila, we automatically creates a discount coupon in your woocommerce site using the woocommerce secret and customer keys entered in Subscription Settings Page.
Please check http://wooquote.appsila.com in order to get more information.
各版本下載點
- 方法一：點下方版本號的連結下載 ZIP 檔案後，登入網站後台左側選單「外掛」的「安裝外掛」，然後選擇上方的「上傳外掛」，把下載回去的 ZIP 外掛打包檔案上傳上去安裝與啟用。
- 方法二：透過「安裝外掛」的畫面右方搜尋功能，搜尋外掛名稱「Appsila WooQuote」來進行安裝。
（建議使用方法二，確保安裝的版本符合當前運作的 WordPress 環境。
1.0 | 1.1 | 1.2 | 1.3.0 | 1.4.0 | 1.4.1 | 1.5.0 | trunk |
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